Custom fields allow you to ask donors questions or collect additional info during the donation process. Here are a few examples of what you can do with this feature:
Allow donors to donate on behalf of someone (great for corporate giving)
Find out the best way to connect with donors (email, social media, etc)
Ask donors for their t-shirt size if you’re running an athletic event.
Enter in names and contact information for multiple attendees of an event under one donor
Figure out where donors heard about your campaign/organization (through a friend, online, etc)
Selecting a perk or raffle the donor would prefer
Using Custom Fields
Step 1: Login to your CauseVox Admin account and enter into your campaign's settings. Navigate to the Donation Form section and select Custom Fields.
Step 2: Select Create Custom Field in the lower right corner.
Enter in your question, select a field type that helps donors best answer your question, and add values when appropriate.
Note: Any question can be made required or optional.
When you've finished setting up your tiers, you can toggle to the preview section in the upper right corner to see how it will look on your donation form.
Note: Live payments are disabled on the donation form preview.
Custom Field Options
Your custom fields can be one of serval options.
Text Input - donors write a short form response
Text Area - donors write a long form response
Dropdown - donors select from options provided
Checkbox - donors check the box in agreement
You’ll be able to view your custom fields on the second page of your donation form.
You’ll be able to see a donor’s custom field answers on their donation record in CauseVox as well as in the donation export.
Custom fields are available on the Standard Plan and above.
If you're looking to use Donation Custom Fields for event registration, here's our best practices.